Jigsaw Tree Ltd

www.jigsawtree.com

Jigsaw Tree is a dynamic and innovative business support company specialising in the financial services sector. Our business has two key goals. * To help Adviser practices improve the delivery of their client propositions by building a technology model that enables modern advice propositions. * To help Adviser technology providers grow the adoption of their solutions. We have a tried and tested approach that we use to support this process to ensure you have a model to succeed. Jigsaw Tree also offers robust revenue management. In preparation for and following RDR, Adviser firms have built and refined their client propositions, focusing on what they do best and where they can add the maximum client value. For many organisations this has resulted in the full or part outsourcing of income management services. We believe that this trend will continue as firms look to focus on creating capacity for activities which deliver client value, such as solution planning and periodic reviews. Redirecting existing resources from operational activities to more productive work can help grow revenues and improve client satisfaction. To meet this growing need we have designed an Income and Commission Outsourced Reconciliation service.

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Jigsaw Tree is a dynamic and innovative business support company specialising in the financial services sector. Our business has two key goals. * To help Adviser practices improve the delivery of their client propositions by building a technology model that enables modern advice propositions. * To help Adviser technology providers grow the adoption of their solutions. We have a tried and tested approach that we use to support this process to ensure you have a model to succeed. Jigsaw Tree also offers robust revenue management. In preparation for and following RDR, Adviser firms have built and refined their client propositions, focusing on what they do best and where they can add the maximum client value. For many organisations this has resulted in the full or part outsourcing of income management services. We believe that this trend will continue as firms look to focus on creating capacity for activities which deliver client value, such as solution planning and periodic reviews. Redirecting existing resources from operational activities to more productive work can help grow revenues and improve client satisfaction. To meet this growing need we have designed an Income and Commission Outsourced Reconciliation service.

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Potential Decision Makers

  • Administrator and Outsourced Income Reconciliation and Aged Debt Cleansing

    Email ****** @****.com
    Phone (***) ****-****
  • Business Office Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Income Reconciliation Specialist

    Email ****** @****.com
    Phone (***) ****-****
  • Income Revenue Specialist

    Email ****** @****.com
    Phone (***) ****-****

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